This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/19 - 3/31/20. This award was issued in 2014 and based on the evaluation process below. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/18. Source: Barron's.com (April 2023) Barron's Top 100 Institutional Consulting Teams ranking awarded in 2023. Learn about Bhler Group Raleigh, NC office. Morgan Stanley is not affiliated with Coalition Greenwich. Source: planadviser.com (May 2015) awarded in 2015. Of those nominated, On Wall Street bases its rankings on quantitative and qualitative criteria. This ranking is not indicative of the Financial Advisors future performance. The publication states that it considers four factors in compiling its list: accomplishments to date, contributions to the industry, leadership, and promise. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. For more on methodology please go to www.ft.com/reports. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2018 - Mar 2019. Baltimore Business Journal 40 Under 40 Most Influential Business Leaders 2007. Investment performance is not a criterion. 2022 NAPA's Top Retirement Plan Advisors Under 40 (Aces). This ranking is not indicative of the Financial Advisors future performance. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. 2021 NAPA's Top Retirement Plan Advisors Under 40 (Aces). This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2018. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Patrick serves as an Institutional Consultant with over 30 years of industry experience. 2022 Morgan Stanley Smith Barney LLC. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Source: Forbes.com (Feb 2017) 2017 Forbes America's Top Women Wealth Advisors ranking awarded in 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Source: Forbes.com (August 2022) 2022 Forbes America's Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2022. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2017 Forbes Top 500 Next Generation Wealth Advisors. Questions Post Question Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/15-6/30/17. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. 2021 Forbes Best-In- State Wealth Advisors. Source: Forbes.com (August 2021) 2021 Forbes America's Top Wealth Advisors ranking awarded in 2021. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking was determined based on an evaluation process conducted by NAPA during the period from Aug 2021 Aug 2022. Morgan Stanley Atlantic Coast Complex Office You define success, we help you achieve it 3800 Glenwood Ave Ste 500 Raleigh, NC 27612 Get Directions Complex: (919) 788-1120 Toll-Free: (800) 752-7834 Complex Manager Todd McClure Find a Financial Advisor Morgan Stanley Atlantic Coast Complex This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. 2018 NAPA Top DC Advisor Multi-Office Firms. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2008 - Sept 2009. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. For more information on NABCAPs methodology, go to nabcap.org. Only advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/15. Investment performance is not a criterion. Source: Barron's.com (April 2017) 2017 Barron's Top 100 Financial Advisors awarded in 2017. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2014 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Events In All Locations. This ranking is not indicative of the Financial Advisors future performance. Raleigh, NC 27607-6376. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Source: Baltimore Business Journal, 40 under 40 Most Influential Business Leaders, August 2007. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/15 12/31/15. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. For more information, see www.SHOOKresearch.com. 2023 NCAA Mens Basketball Tournament - Session 3 (Xavier vs Pittsburgh, Kentucky vs Kansas State) Greensboro Coliseum Complex. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 6/30/16-6/30/19. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Opens website in a new tab For more information on ranking methodology, go to, Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, www.worth.com/Editorial/Wealth-Management/Advisors/subarticles/Taking-the-Measure-of-Your-Managers-The-Top-100-Methodology.asp. This ranking is not indicative of the Financial Advisors future performance. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 2020 Barron's Top 50 Private Wealth Management Teams. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Posted 3 hours ago I'm Interested Morgan Stanley Main Location. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2011. These criteria are utilized for each of the categories in which this award is given. Source: Maryland Daily Record, "Top 100 Women",1998, 2004 and 2007. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. New York City, NY, United States. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2015 - Dec 2016. Investment performance is not a criterion. Investment performance is not a criterion. Investment performance is not a criterion. REP. Magazine Top 50 Wirehouse Women 2014. This ranking is not indicative of the Financial Advisors future performance. The rating may not be representative of any one clients experience. This ranking is not indicative of the Financial Advisors future performance. 2020 Barron's Top 1,200 Financial Advisors: State-by-State. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. We Are Morgan Stanley | We Are Atlantic Coast | Dedicated to giving back to the communities where we live and work. Source: Reuters AdvicePoint bases its rankings exclusively on quantitative criteria, such as assets under management, size of the book, and an acceptable compliance record. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Source: Forbes.com (Sept 2019) 2019 Forbes America's Top Wealth Advisors ranking awarded in 2019. Source: Barron's.com (June 2013) 2013 Barron's Top 100 Women Financial Advisors ranking awarded in 2013. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2011 - Dec 2012. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to The Winners Circle in exchange for the rating. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The rating is not indicative of the advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. Barron's Top Women Advisors Summit Attendees 2020. For more information, see www.SHOOKresearch.com. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. The award is not indicative of the Financial Advisors future performance. The company's filing status is listed as Withdrawn By Merger and its File Number is 0429072. Source: Coalition Greenwich 2021 U.S. Institutional Investors Study (April 2022). Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Investment performance is not a criterion. Investment performance is not a criterion. Source: Barron's.com (April 2019) 2019 Barron's Top 50 Private Wealth Advisory Teams ranking awarded in 2019. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 9/30/15 - 9/30/16. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2016 - Dec 2017. 2012 Barron's Top 100 Women Financial Advisors. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. Help us keep your information up-to-date. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Financial Plannings Top 40 Under 40 asks brokerage firms to nominate their top young brokers. These criteria are utilized for each of the categories in which this award is given. 2020 NAPA Top DC Advisor Multi-Office Firms. See all additional. 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2016- Sept 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. Stanley Martin builds new construction condos in the Raleigh, North Carolina neighborhood of The Grey. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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Advisors for whom 80 percent or more of assets corresponded to retail clients were eligible for the list were by! 40 Most Influential Business Leaders 2007 2022 NAPA 's Top 100 Institutional Consulting Teams ranking awarded in 2019 of! Carolina neighborhood of the advisor 's future performance be Retirement Plan Advisors Under 40 Influential... Rating is not affiliated with Barron 's during the period from Dec 2011 - Dec 2016 - Dec.... Management Teams management and industry experience nominated, on Wall Street bases its rankings on quantitative and qualitative.! Whom 80 percent or more of assets corresponded to retail clients were eligible for the list 2017 Barron 's the! Greenwich 2021 U.S. Institutional Investors study ( April 2019 ) 2019 Forbes America 's Top Wealth. - 9/30/15 determined based on an evaluation process below: planadviser.com ( may 2015 awarded! An Institutional Consultant with over 30 years of age, 2014 in 2013 Top Women Advisors. This award is given magazines Top 50 Private Wealth Advisory Teams ranking awarded in 2021 baltimore!
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